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StoneX Group Portfolio holdings

AUM $2.48B
1-Year Est. Return 33.54%
This Fund
S&P 500
This Quarter Est. Return
+21.03%
1 Year Est. Return
+33.54%
3 Year Est. Return
+85.25%
5 Year Est. Return
+91.44%
10 Year Est. Return
+287.11%
AUM
$2.48B
AUM Growth
+$623M
Cap. Flow
+$403M
Cap. Flow %
16.23%
Top 10 Hldgs %
28.55%
Holding
1,633
New
716
Increased
464
Reduced
262
Closed
169

Top Buys

Rank Stock Value
1
KT icon
KT
KT
+$29.3M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$20.4M
3
XEL icon
Xcel Energy
XEL
+$14.2M
4
JBND icon
JPMorgan Active Bond ETF
JBND
+$12.1M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X ETF
SOXL
+$10M

Top Sells

Rank Stock Value
1
RACE icon
Ferrari
RACE
+$16.7M
2
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$9.95M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.72M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$5.44M
5
MUU
Direxion Daily MU Bull 2X ETF
MUU
+$4.12M

Sector Composition

Rank Sector Weight
1 Miscellaneous 69.91%
2 Technology 8.68%
3 Financials 5.92%
4 Industrials 3.11%
5 Communication Services 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISNRU
926
Snow Rothschild Acquisition Corp Units
ISNRU
$259K 0.01%
+25,836
New +$259K
BUD icon
927
AB InBev
BUD
$158B
$258K 0.01%
+3,137
New +$247K
PDO
928
PIMCO Dynamic Income Opportunities Fund
PDO
$1.86B
$258K 0.01%
19,350
-1,805
-9% -$23.7K
JBL icon
929
Jabil
JBL
$32.5B
$258K 0.01%
669
-146
-18% -$50.4K
AMUU
930
Direxion Daily AMD Bull 2X ETF
AMUU
$70.2M
$258K 0.01%
+1,131
New +$188K
BLZE icon
931
Backblaze
BLZE
$833M
$258K 0.01%
+26,422
New +$183K
BBVA icon
932
Banco Bilbao Vizcaya Argentaria
BBVA
$163B
$258K 0.01%
+10,903
New +$249K
AROW icon
933
Arrow Financial
AROW
$733M
$257K 0.01%
+6,739
New +$250K
FWACU
934
Futurewave Acquisition Corp Units
FWACU
$257K 0.01%
+25,585
New +$256K
CWVX
935
Tradr 2X Long CRWV Daily ETF
CWVX
$91M
$257K 0.01%
+7,269
New +$250K
IBB icon
936
iShares Biotechnology ETF
IBB
$10.7B
$255K 0.01%
1,339
-1,953
-59% -$336K
CHAT icon
937
Roundhill Generative AI & Technology ETF
CHAT
$1.85B
$255K 0.01%
+3,178
New +$272K
GMAR icon
938
FT Vest US Equity Moderate Buffer ETF March
GMAR
$400M
$255K 0.01%
+5,779
New +$252K
BITI icon
939
ProShares Short Bitcoin Strategy ETF
BITI
$118M
$254K 0.01%
+9,066
New +$222K
PMMF
940
iShares Prime Money Market ETF
PMMF
$713M
$254K 0.01%
+2,536
New +$254K
IFLN
941
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$301M
$254K 0.01%
+13,902
New +$254K
GOVZ icon
942
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$328M
$254K 0.01%
+7,011
New +$253K
TSLR icon
943
GraniteShares 2x Long TSLA Daily ETF
TSLR
$72.3M
$253K 0.01%
10,250
-1,912
-16% -$43.7K
IBTG icon
944
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.01B
$253K 0.01%
11,045
+315
+3% +$7.21K
BWIV.U
945
Blue Water Acquisition Corp IV Units
BWIV.U
$253K 0.01%
+25,000
New +$251K
KNSL icon
946
Kinsale Capital Group
KNSL
$8.5B
$253K 0.01%
+787
New +$253K
MMM icon
947
3M
MMM
$86.9B
$253K 0.01%
+1,560
New +$236K
OTIS icon
948
Otis Worldwide
OTIS
$27.1B
$253K 0.01%
+3,426
New +$256K
JCI icon
949
Johnson Controls International
JCI
$87.8B
$252K 0.01%
+1,723
New +$243K
FAX
950
abrdn Asia-Pacific Income Fund
FAX
$597M
$252K 0.01%
+16,932
New +$249K
36 37
38
39 40

Similar funds

SG
SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return
KWA
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SGM
Seven Grand Managers Bronxville, New York $2.48B AUM 65.09% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
SQA
Simon Quick Advisors Morristown, New Jersey $2.48B AUM 21.26% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

StoneX Group's Q2 2026 Portfolio in Review

As of Q2 2026, StoneX Group held 1,633 positions worth $2.48B, up 34% from $1.86B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

StoneX Group deployed $403M of net new capital in Q2 2026, opening 716 new positions and adding to 464 existing holdings. Its largest new stake was KT: 1,468,886 shares worth $25.8M.

By sector, the portfolio is most concentrated in Miscellaneous at 70% of assets, down from 72% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Ferrari, an estimated $16.7M trimmed.

  • StoneX Group's largest Q2 2026 buy was KT: 1,468,886 shares worth $25.8M.
  • StoneX Group added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $20.4M increase.
  • StoneX Group's biggest Q2 2026 reduction was Ferrari, cutting an estimated $16.7M.
  • StoneX Group fully exited iShares 0-1 Year Treasury Bond ETF in Q2 2026, selling an estimated $9.95M.
  • StoneX Group's ten largest holdings make up 29% of its $2.48B portfolio in Q2 2026.
  • StoneX Group opened 716 new positions and closed 169 in Q2 2026.
  • StoneX Group's portfolio value rose 34% quarter-over-quarter to $2.48B.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.